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Chief Compliance Officer · Savvy

Lisandra E. Wilmott

CRD 6723762 · Named on Form ADV at one SEC-registered adviser

At a glance

Savvy, an SEC-registered wealth manager based in New York, NY with $5.0 billion in regulatory assets, lists Lisandra E. Wilmott on its Form ADV as Chief Compliance Officer.

Firms and roles

  • SavvyChief Compliance OfficerWealth manager · New York, NY · $5.0B in regulatory assets

AtlasMembers

Lisandra’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisandra’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.